MORGAN STANLEY
Morgan Stanley is based out of New York. Morgan Stanley is a large advisory firm with 135 clients and discretionary assets under management (AUM) of $143,867,255,594 (Form ADV from 2025-08-07). Their last reported 13F filing for Q3 2025 included $1,651,669,691,071 in managed 13F securities
and a top 10 holdings concentration of 21.93%. Morgan Stanley's largest holding is Microsoft Corporation with shares held of 120,240,122. Whalewisdom has at least 142 13F filings, 102 13D filings, 5377 13G filings, and 301 Form 4 filings
Business Description
MSIM Ltd.'s advisory business includes fund of funds advisory and portfolio solutions, focusing on discretionary and, in certain instances, non-discretionary investment management of accounts across three strategies: fund of hedge funds, private markets, and portfolio solutions.
Conflicts of interest may arise due to varying fee levels, differing security holdings among clients, and the use of quantitative models. Additionally, the selection of service providers who may have relationships with MSIM Ltd. or its affiliates could create potential conflicts. These activities could affect security prices and the allocation of time among Advisory Clients.
Investment Strategy
Morgan Stanley Investment Management Limited employs an alternative investment strategy that focuses on exploiting market inefficiencies and opportunities outside conventional investing while minimizing risk. This strategy involves a research-intensive approach and manager selection process. Investments are selected opportunistically and managed dynamically across a range of liquid and private market strategies, tailored to each account.
The firm also utilizes equity investment strategies, including a Growth Strategy that seeks long-term capital appreciation by investing in companies with competitive advantages, strong balance sheets, and attractive risk/reward profiles. The investment team also invests in companies with business strategies aligned with environmental or social trends. These strategies are implemented across various market capitalizations.
Other Contact Information
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2025-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| QQQ Invesco QQQ Trust, S | 0.16% |
| SPY SPDR S&P 500 ETF TRU | 0.15% |
| PBUS Invesco MSCI USA ETF | 0.1% |
| VOO Vanguard S&P 500 ETF | 0.08% |
| JNJ Johnson & Johnson | 0.07% |
2025-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| V VISA Inc | 0.16% |
| META Meta Platforms Inc | 0.16% |
| ACN Accenture Plc | 0.09% |
| COST Costco Co | 0.09% |
| CRM Salesforce Inc | 0.09% |
2025-09-30
13F Holdings Summary
| Name | % of Portfolio |
|---|---|
| MSFT Microsoft Corporatio | 3.77% |
| NVDA NVIDIA Corp | 3.65% |
| AAPL Apple Inc | 3.53% |
| AMZN Amazon.com Inc | 2.17% |
| GOOGL Alphabet Inc. Class | 1.79% |
All or part of MORGAN STANLEY 13F disclosures were filed
under a combined 13F through
SYSTEMATIC FINANCIAL MANAGEMENT LP
for 2025-09-30
for 2025-09-30
2025-09-30
13F Activity
| Market Value | $1.65t, Prior: $1.54t |
| Inflows (Outflows) as % of Total MV | +0.6448% |
| New Purchases | 400 stocks |
| Added To | 3542 stocks |
| Sold out of | 328 stocks |
| Reduced holdings in | 3456 stocks |
| Top 10 Holdings % | 21.93% |
| Turnover %[1] | 8.58% |
| Turnover Alt %[2] | 3.17% |
| Time Held Top 20 | 24.6 quarters |
| Time Held Top 10 | 31 quarters |
| Time Held All | 38.99 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-09-30